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HISFX vs JFIFX
HISFX vs JFIFX Comparison
Open Charts HISFX vs JFIFX
Hennessy Small Cap Financial Instl
Price$16.15
Change+$0.60 (+3.86%)
VolumeN/A
Net Assets65.9M
JHancock Financial Industries I
Price$18.57
Change+$0.33 (+1.81%)
VolumeN/A
Net Assets279.17M
HISFX vs JFIFX Comparison Chart in %
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HISFX vs. JFIFX commentary
Nov 22, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HISFX is a Hold and JFIFX is a Buy.
FUNDAMENTALS
Fundamentals
JFIFX has more cash in the bank: 279M vs. HISFX (65.9M). HISFX pays higher dividends than JFIFX: HISFX (2.65) vs JFIFX (1.30). HISFX was incepted earlier than JFIFX: HISFX (17 years) vs JFIFX (9 years). HISFX (1.29) is less costly to investors than JFIFX (0.98). JFIFX is a more actively managed with annual turnover of: 61.00 vs. HISFX (54.00). HISFX (250000) and JFIFX (250000) have matching initial minimum investment requirements. HISFX annual gain was more profitable for investors over the last year : -9.35 vs. JFIFX (-11.28). HISFX return over 5 years is better than : 40.18 vs. JFIFX (4.62).
| HISFX | JFIFX | HISFX / JFIFX | |
| Total Expense Ratio | 1.29 | 0.97 | 133% |
| Annual Report Gross Expense Ratio | 1.29 | 0.98 | 132% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 2.708 | 1.277 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.9M | 279M | 24% |
| Annual Yield % from dividends | 2.65 | 1.30 | 203% |
| Returns for 1 year | -9.35 | -11.28 | 83% |
| Returns for 3 years | -4.71 | 7.48 | -63% |
| Returns for 5 years | 40.18 | 4.62 | 869% |
| Returns for 10 years | 18.72 | N/A | - |
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